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In 2015 I converted 6K from my traditional IRA to a Roth IRA. This Roth IRA already had money in...

I have a client that recently retired. He is going to be 70 in May. His after tax basis is...

A fifty-two year died with his estate named as the beneficiary of his IRA and his mother named as the...

We have a client who converted the sum of $21,000 from a traditional IRA to a Roth IRA in 2014....

There are two types of tax reporting for IRA accounts: the reporting that is mandatory for IRA custodians and the subsequent reporting that must be done by the IRA owner or beneficiary. Here's what you need to know about each.

We have two non-married people who own a non-qualified annuity together, Owner A and Joint Owner B. Contract State Pennsylvania....

I converted from a traditional IRA into a separate Roth IRA account in 2015. The entire account was re-characterized back...

With tax season well underway, you may be considering contributing to an IRA. For many people, the IRA options are confusing. There are traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Which IRA is right for you? Well, if you are not an employer and are not self-employed, you may not decide on your own to contribute to a SIMPLE or SEP IRA. That leaves traditional and Roth IRAs. Which is best for your retirement savings needs? We examine your options.

Hi all, I have a client who had a pre- and (non-Roth) post-tax balance in their 401k and last year,...

On Tuesday, February 9, 2016, President Obama released his Fiscal Year 2017 Budget – his final budget proposal as President of the United States. Having seen none of his 14 retirement account-related proposals from last year’s budget enacted, the President has included them all again in this year’s budget. In addition, this year’s budget features one additional significant retirement account-related change. In this article, you will find a complete list of the 15 provisions in the President’s budget that directly relate to retirement accounts. For each, you’ll see whether they are new or carryovers from previous years, a description of each, as well as some commentary to provide insight and perspective.